A compact sales dashboard that connects revenue growth to profit, makes margin pressure visible, and points to the next question worth asking.
Independent portfolio example · fictional Northstar Supply data · no client information.
Are higher sales translating into stronger profit—and where is performance falling short?
Compare matching periods, separate growth and margin effects, and reconcile every contribution to the underlying totals.
A one-page Excel dashboard with four filters, three editable charts, supporting calculations and a fictional source table.
Fictional Northstar Supply data · full-year 2025 vs 2024 · all regions and channels. These findings describe the sample, not client outcomes.
2025 revenue reached $8.24M, up 12.7%. Gross profit reached $2.57M, up 7.9%; margin fell about 1.4 percentage points to 31.2%.
Review margin alongside sales growth before judging performance.
Revenue growth contributes $302,455.59 to gross profit. The margin effect offsets $115,095.05, leaving a reconciled $187,360.54 increase.
Investigate pricing, discounts, costs and mix. This decomposition does not identify the business cause.
West reaches 88.3% of its annual revenue plan, a $312,710.96 shortfall—the largest regional gap in the sample.
Check West’s plan assumptions and segment performance before choosing an intervention.
This is the default 2025 view. Download the workbook to change year, quarter, region and channel in Excel.
A captioned video using actual workbook views: start with the question, narrow the filters, then inspect the profit drivers. No audio; all explanations appear on screen.
Three short steps using actual workbook views. These are guided previews; download the project to operate the filters in Excel.
Revenue is up 12.7%, while gross profit is up 7.9%. The 1.4 percentage-point margin decline explains why growth alone does not tell the whole story.
In Excel: start with the four headline metrics, then compare their changes against the prior year.
Dashboard shows the results; Analysis contains the formulas and driver checks; Data holds 576 fictional monthly records for 2024–2025. Gross profit excludes overhead, interest and tax.
Prior-year comparisons use matching months and filters. There is no 2023 data, so 2024 comparisons are unavailable. The revenue trend retains full-year context when a quarter is selected.
Verified in desktop Excel, including filters, recalculation and reconciliation. No macros or external connections. The guide explains the fixed source ranges and how to extend them.
Discuss a dashboard that connects your revenue, margins and performance questions.